Position in SHG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,822,496
+$600,499 QoQ
Shares Held
46,029
+11.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 1.0884442416737274.ToString("F0")%
Shared 8.71841665037259.ToString("F0")%
None 90.19313910795368.ToString("F0")%
Common Shares in SHG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Cerity Partners LLC holds $556,095,165 across 141 Banks - Regional names. SHG ranks #41 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
1,251,708 | $65,101,332 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
253,073 | $52,661,959 | |
| 3 | TFC |
Truist Financial Corp
|
556,828 | $25,597,382 | |
| 4 | FLG |
Flagstar Bank, National Association
|
1,810,495 | $23,844,217 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
382,525 | $22,940,022 | |
| 6 | FITB |
Fifth Third Bancorp
|
400,954 | $18,628,322 | |
| 7 | KEY |
Keycorp /New/
|
893,770 | $17,920,087 | |
| 8 | NU |
Nu Holdings Ltd.
|
1,244,847 | $17,888,450 |
All Filings in SHG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,822,496 | 46,029 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,221,997 | 41,432 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $2,141,077 | 42,507 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,243,819 | 49,664 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,730,844 | 53,954 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $928,465 | 28,238 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,060,478 | 25,029 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $616,206 | 17,702 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,419,741 | 40,004 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $760,450 | 24,706 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $541,799 | 20,453 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $508,925 | 19,529 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $551,704 | 20,479 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $633,256 | 22,673 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $546,894 | 23,778 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $638,801 | 22,367 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $545,746 | 17,656 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||